At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Carlise Carter is a Vice President and Trust Officer at Bank of America Private Bank, in Dallas, Texas. Her focus is on the administration of clients’ trust and carrying out provisions contained in trust documents. Carlise recognizes that each trust and each beneficiary is unique, and provides highly personalized service to help carry out the estate plans. She is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 1996, Carlise worked in Customer Service Specialist, Retail Loans and Trust Assistant roles in Local Banking Center, Consumer Loans and Retirement Services at Bank of America’s predecessor Banks.
Carlise is an active member of North Texas My Environment.
Carlise does not provide legal advice in her role at Bank of America Private Bank.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.